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HEMI vs SEPI

Hartford Equity Premium Income ETF vs Shelton Equity Premium Income ETF

HEMI

Hartford Equity Premium Income ETF

Hartford Mutual Funds

Annual cost

0.49%

Fund size

$33M

SEPI

Shelton Equity Premium Income ETF

Shelton Capital Management

Annual cost

0.54%

Fund size

$117M

Key differences

  • HEMI costs 0.05% less per year.
  • SEPI is significantly larger than HEMI — larger funds tend to be more liquid and less likely to close.
  • HEMI is classified as equity, while SEPI is alternative — different risk/return profiles.
  • HEMI follows a active selection strategy; SEPI uses option income.

Side-by-side comparison

HEMISEPI
Annual cost (TER)0.49%0.54%
Fund size (AUM)$33M$117M
Since20252025
Dividend yield
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-7.79%-7.66%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HEMI and SEPI